Unclaimed
Brian Hoffman is a financial advisor based in BROWNSTOWN, PA. Brian has been working in the financial industry since October 1985 and is currently registered with Ameritas Investment Company, LLC. Brian's professional designations include Series 6 and Series 63 licenses. In addition, Brian holds a SIE license. Brian is registered to provide investment advice in Pennsylvania.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
PA
06/30/2006 - Present
Ameritas Investment Company, LLC (BROWNSTOWN PA)
PA
11/03/1995 - 06/30/2006
CARILLON INVESTMENTS, INC. (EPHRATA PA)
NA
10/28/1985 - 11/03/1995
CARILLON INVESTMENTS, INC.
BC
Issued 06/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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